August Newsletter 2019

August 1st, 2019
James Carroll, CPA L.L.C.

James Carroll, CPA
Member
109 Church Road
Owings Mills, MD 21117
410-356-3479
carrollj@jamescarroll-cpa.com
www.carrollj@jamescarroll-cpa.com
James Carroll, CPA L.L.C.
Planning Your Financial Future August 2019
July was a hot month. And we know what August is like. Make sure you and your children are well hydrated when outdoors. Please, remember, not to leave pets and children in cars!!
Market Strategies: Three Ways to Play Defense in Your Stock Portfolio
One of these defensive strategies may help you manage risk while maintaining a robust equity portfolio.
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Key Estate Planning Documents
Here are some key estate planning documents you should know about.
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What’s New in the College World?
If you’re the parent or grandparent of a current or prospective college student, you might be interested to learn what’s new in the world of higher education.
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What are the warning signs of financial scams targeting older individuals?
If you or someone you know has been targeted by a scam artist who is trying to steal money or personal information, you’re not alone.
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How can you avoid falling for the Social Security imposter scam?
The Social Security imposter scam has been around for years, but recently more and more people have been targeted.
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Refer a friend
Any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.
Prepared by Broadridge Advisor Solutions Copyright 2019.

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Categories: Blog
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